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Craig – Struggling to get ahead
Craig – Struggling to get ahead

Craig contacted us because, in spite of trying to sort out their financial situation, they just did not seem to be making any progress. Always a little bit short of money, never quite able to pay off the credit card, they were becoming increasingly frustrated and it was starting to impact on their relationship.

Louise – “Taking the leap”
Louise – “Taking the leap”

Louise is a single woman in her mid 60s. She has for many years lived alone. Her three adult children visit her regularly. She was facing the huge challenge of retirement. Unable to continue in her work because of failing health, she was scared about “jumping” without knowing quite where she would land.

Trevor – “A light-bulb moment”
Trevor – “A light-bulb moment”

Trevor self-referred for financial advice. At the age of 28, Trevor was going nowhere. He has a child but is no longer in a relationship with the child’s mother. He has a good job, but admitted at our first meeting that he was “terrible with money”. He buys stuff he doesn’t need, and is always short of money before his next pay….

Hello

Welcome to our blog

Every so often, when inspiration strikes, or when we feel a particular topic needs to be shared, we put “pen to paper” so to speak, and share our thoughts, learnings and some of the insights we’ve gleaned from working with clients and others in the industry. Our goal is to provide readers with articles which are engaging, thought provoking, sometimes challenging but most of all useful and actionable.

We hope you enjoy reading – feel free to comment or give us feedback and, if you would like to be among the first to know when we publish new articles, please join our subscriber list. 

Nga Mihi Nui

Tony

 

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